Koshinski Asset Management
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Koshinski Asset Management’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History

Koshinski Asset Management’s Portfolio QQXT Stock Details QQXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,400
Closed -$212K – 630
2023
Q4 		$212K Buy
+2,400
New +$197K 0.03% 461

Other funds holding QQXT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Koshinski Asset Management's QQXT Position: Q1 2024 in Review

Koshinski Asset Management sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q1 2024, closing a stake of 2,400 shares — an estimated $212K sold.

Koshinski Asset Management first reported a position in QQXT in Q4 2023 and held it in 1 quarter. The position peaked at $212K in Q4 2023. 48 funds tracked by Wall St. Rank hold QQXT as of Q1 2024.

  • Koshinski Asset Management reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q1 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 2,400 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q1 2024, an estimated $212K.
  • Koshinski Asset Management first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q4 2023 and held it in 1 quarter.
  • Koshinski Asset Management's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $212K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q1 2024.

Based on Koshinski Asset Management's 13F filing for Q1 2024, filed 8 May 2024.